ETF Flows & Market Trends - Year-to-date ETF flows exceed $820 billion [1] - SPY saw a double-digit spike after Oracle earnings, while QQQ did not experience the same due to Oracle's absence in the index [1] - ARK Innovation Fund experienced the top inflows this week [1] - GLDM (Spider Gold Mini Shares) is seeing the second most inflows of all ETFs in September [3] - PPLT (Aberdeen Physical Platinum ETF) is seeing strong inflows in recent weeks [3] Investment Strategies & Recommendations - Investors should diversify away from equities by playing the gold rally [2] - LDM (gold exposure) offers diversification outside of equities and fixed income at 10 basis points [2] - Investors are embracing gold due to global uncertainty and potential shifts in Federal Reserve monetary policy in 2026 [3] - VTI (Vanguard Total Market ETF) and BND (Vanguard Total Bond ETF) followed ARK in terms of inflows this week [2]

Core Viewpoint - Bitcoin and Ethereum are poised for a significant fourth quarter influenced by Federal Reserve interest rate cuts and increased demand for ETFs, with market expectations leaning towards a September policy adjustment following weak job growth data [1][2]. Group 1: Federal Reserve and Economic Indicators - August nonfarm payrolls increased by only 22,000, with the unemployment rate rising to 4.3% [2]. - Futures markets indicate a high probability of a rate cut in September, as reflected in the CME's FedWatch tool, with the dollar trading near recent lows and gold reaching new highs [2][3]. - Historical data shows that during previous easing periods, Bitcoin and Ethereum ETFs experienced significant inflows, suggesting a potential pattern for future cuts [4][5]. Group 2: ETF Flows and Market Reactions - In the week of the September 2024 cut, U.S. spot Bitcoin ETFs saw inflows of approximately $2.4 billion, while Ethereum ETFs added around $600 million [4]. - During the December 2024 cut week, Bitcoin ETFs recorded inflows of about $1.6 billion, indicating a trend of net-positive flows around policy decisions [5]. - Recent data indicates that Bitcoin ETFs had three daily inflows exceeding $800 million in August, contributing to a cumulative net intake of around $50 billion, while Ethereum's cumulative net flows are in the low double-digit billions [6]. Group 3: Future Projections for Q4 - If the Federal Reserve implements a total easing of 75 basis points by December, Bitcoin ETF net flows during decision weeks could range from $1.2 billion to $2.0 billion, with Ethereum's flows estimated between $300 million and $700 million [8].

Market Trends - Industry should watch ETH supply squeeze and whale accumulation [1] - Industry should track RWA adoption, especially Private Credit/Treasuries [1] - Altcoin season is expected to begin with capital rotation into leading Alts [1] - Industry should follow ETF flows as cycle tripwires [1] - Industry should evaluate institutional vs retail flow balance [1]

ETF Flows & Market Volume - Mid-August saw a record weekly trading volume of $40 billion in combined BTC and ETH ETFs [1] - The market is signaling strong interest through significant ETF flows [1]

$ETH ETF flows are going parabolic! https://t.co/A3KXzMTf7M ...

But we also want to talk about crypto here. Bitcoin at fresh all time highs similar to what we're seeing in the stock market. Danny.And as you might expect, these crypto equities circle Coinbase also rallying very hard to start this week. Yeah, they are again as you say, bitcoin up there at all time highs. Institutional investors, corporate treasury, they are all adding to their exposure.Year to date were up just under 30%. Bloomberg Cross asset reporter Isabel Lee joins us now with the details. What detail ...

Investment Strategies - Harvard allocates $120 million into BlackRock [1] - Brown University doubles its direct holdings [1] - Smart money exhibits diverse investment approaches, not a unified strategy [1] Market Focus - The report highlights the divergence in investment strategies between institutions like Harvard and Brown, despite the general obsession with ETF flows [1]

Speculating why BTC sold off so hard last night.Where as Alts seemed to hold up wellBTC.D down to 60% againIs it really ALT szn?LIVE RIGHT NOWhttps://t.co/QStcdJBhD4Want me to chart an alt?https://t.co/YZvRyCMJIQ shill me something https://t.co/DWawCvSw6XEasy (@EasyEatsBodega):We back BRIGHT n EARLYhttps://t.co/QStcdJBhD4 <-- Live RIGHT NOW- Crypto Markets sold off due to a ancient BTC wallet selling- Is this the end of the down trend? Back to up only?- ETF flows!? Bullish or Bearish&& gonna be using @donat ...

We back BRIGHT n EARLYhttps://t.co/gzkqGN1h1x <-- Live RIGHT NOW- Crypto Markets sold off due to a ancient BTC wallet selling- Is this the end of the down trend? Back to up only?- ETF flows!? Bullish or Bearish&& gonna be using @donatedotgg for the first timeYOU can put messages ON SCREEN, donate SOL, USDC, or ETH LIVE, and 50% goes to St.JudesALL WITH CRYPTO | https://t.co/dXraxTzAyc🔋by @yeet ...

Market Trends - ETF flows are used to identify shifts in investor confidence [1] Tools & Resources - The company encourages users to add the ETF Net Flow widget to their homepage [1] - A download link is provided for accessing the ETF Net Flow widget [1]